After working under one of the most successful advisors in our industry, I took time, studied, read, and reviewed all of the Top Advisors I worked with over the years and found these ten things are the keys to being a top advisor. — Matthew Halloran

Although recent interest in factor-based investing would lead one to believe that this is a new-fangled trend, the truth is factor-based investing has existed for decades. In fact, it has been a key component in the stock selection framework of active managers for years. — Nasdaq Global Indexes

Most advisors are aware there are many powerful advisor-focused technology solutions on the market. Some advisors are already leveraging technology, or if they aren’t, know they should be. But you shouldn’t be jumping on the tech bandwagon just because everyone else is! — Carolyn Rose Kick

Have you been competing for work that you are more than qualified to perform, only to be underbid by your competition? Or maybe you have been the one underbidding, which leaves you no room for growth or prosperity. If you want to stop competing on price alone, it may be time to develop a stronger differentiation strategy. — Lee Frederiksen

What could be more destructive to your financial success and happiness than wallowing in blame and shame? And yet, this is the internal operating system that guides beliefs, behaviors and habits for many of us. — Michael Kay

Think about the last stock you picked that turned many frowns upside down; was it luck? Was it a result of a productive routine? Or was it both? Whether you call it luck, chance, or serendipity, people ranging from Virgin founder Richard Branson to Outliers author Malcolm Gladwell talk about its value in business. — Thomas Phelps

Money is a complicated topic. Its also a main contributor to divorce. So, the early and more often couples discuss this very dicey topic, the better. Discussions around money can quickly spiral out of control and become circular arguments with no end in sight. — Dr. Kristin Davin

Let me explain the title first, starting with a general historical definition of the words: “Impact on the Efficient Frontier,” to specific current usage: I mean the current buzzwords for all kinds of purposeful money practices, which boil down to: “impact investing.” — G. Benjamin Bingham